11+ PMS Jobs in India

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

Associate Manager - Mortgage Operations

We are seeking a driven and experienced professional to join our team as an Associate Manager for Mortgage Operations. This position is brimming with opportunities for professional growth and development, especially for a dedicated individual who thrives in a dynamic and customer-centric environment.

Key Responsibilities

·       Managing end-to-end Mortgage Operations ranging from Origination to Servicing.

·       Ensuring proactive Customer Relationship Management - You will be the single point of contact for customers to address any operations-related queries.

·       Ensuring required Service Level Agreements (SLA) and Turn Around Time (TAT) are maintained at all times.

·       Scheduling and attending regular meetings with clients to stay connected and reporting on team performance.

·       Streamlining transitions (offshore) with new clients without any challenges and ensuring effective communication during this process.

·       Identifying opportunities with existing customers for upselling and cross selling other services.

·       Creating/Managing process documentation for all customers.

·       Collaborating with the MIS team to ensure timely delivery of performance reports to all clients.

Skills and Qualifications

·       Prior experience in Operations Management.

·       12+ years in Mortgage Operations.

·       Experience of managing a team of 40-60 Full-time Employees.

·       Leadership and CRM skills.

·       Excellent Communication skills.

·       Transition Experience.

·       Hands-on experience in handling clients directly.

·       Proven track record in People Management.

Benefits

·       Performance-based Incentives.

·       Flexible work Environment.

Location

The role will be situated at our J P Nagar office.

Responsibilities:

•                 Formation of effective and efficient Google Ad strategies

•                 Creating, launching, and managing various PPC ad campaigns

•                 Conduct keyword research to list keywords (longtail, phrase match, exact match) to bid on.

•                 Manage budget and make the best strategies for effective bidding to make maximum ROI.

•                 Perform AB testing by creating different ad copies with different headlines.

•                 Manage bids and create campaign strategies.

•                 Create and finalize attractive and relevant landing pages for google ads.

•                 Track KPI to monitor performance.

•                 Make plans for audience targeting.

•                 Producing reports for ad management and insights.

•                 Check and monitor existing ad campaigns and make recommendations on how to optimize and update them.

•                 Prepare and produce detailed analysis and ad campaign reports and present them to the other staff.

•                 Analyze the latest marketing trends and optimize ad campaigns according to that.

•                 Suggest ways to reduce fraud clicks.

•                 Make suggestions for creative ad campaigns and templates.

•                 Execute quarterly marketing plans to meet overall business targets.

Education & Must Have Knowledge In:

•                 2 years of experience in Google Ads, online marketing, advertising, or communication

•                 Experience with social media platforms, including but not limited to Facebook, LinkedIn, Twitter, Instagram, YouTube, and more

•                 Bachelor’s Degree or Master’s in Marketing, Advertising, or Communications required

•                 Excellent creative writing skills

•                 Excellent communication skills

•                 Creative and open to new ideas

•                 Adaptable and willing to learn new techniques

•                 Should be able to work independently and multi-task

Candidates should have

• Excellent communication skills
• 2-3 years in any industry with operations execution knowledge
• The ability to work in a demanding startup environment
• Interact with Vendors, customers, and other stakeholders to ensure all bookings are serviced
• Bring on board fresh vendors and increase fleet capacity
• Liaison between vendors and Finance team to ensure invoices are cleared on time
• Followup with the customer immediately after every ride to recover any extras
• Can-do attitude to ensure the entire operations go smoothly.

Testsigma is built to make test automation effortless. We are a fast-growing, product-based startup backed by leading global Investors like Accel, STRIVE and Marquee Angels. 

We are the first and leading open-source test automation platform. With product-market fit and a terrific team, we’re poised to capture the global market for AI driven, cloud-based test automation platforms.

We are inviting the right people to scale our growth, who can help us grow our teams in collaboration with product, engineering, and customer success teams. If you have a great attitude and a drive to succeed, hop on this test automation journey with us. Learn new technologies & grow your skills along the way!

Job Responsibilities:

• Manage the day to day operations of Inside Sales Team 
• Ensure customer details are complete and correct, also collect contact details, profiles, and nature of business.
• Enrich leads by finding information about the person and the company who has signed up for the product. 
• Identify key contacts at prospect accounts based on title and responsibilities
• Assign the leads to the respective salesperson according to category (start-up, SMB, Enterprise) and region.
• Ensure the team keeps all activity, customer information, notes, and documents up-to-date in http://salesforce.com/">salesforce.com and other relevant systems.
• Track daily sign-ups and demo requests and ensure they are all treated within 24 hours
• Help the SDR team with the right companies and personas to target.

Requirements :

• Fluency in prospecting tools and platforms (lead generation, email, phone, data enrichment & cleansing, BDR processes, etc.)
• Sound knowledge of Microsoft Excel is Must.  
• Hands-on with social media - LinkedIn Sales Navigator. 
• Experience with salesforce automation systems will be an added advantage
  
  Candidates from SAAS , Technogy or product background with minimum 2 years experienced.

• 10+ years of Collections experience in financial services (consumer credit or marketplace lending platforms/Banking/NBFC) and 5+ years of inhouse collection team management/leadership experience
• Demonstrated success leading a team in a fast-paced setting, managing SLAs across multiple channels, and achieving goals
• Excellent verbal and written communication, as well as presentation and facilitation skills with the ability to express complex concepts in plain language to reach broader audiences
• Excellent work ethic with result-driven attitude
• Demonstrated ability and comfort working in a start-up environment with an agile team, fast-evolving roles and responsibilities, variable workload, and tight deadlines with a high degree of autonomy

Personality Traits :

• Dynamic and Pro-active, Fast-Paced
• Desire to make an Impact on Positive Customer Experience
• Ability to work independently without supervision
• Strong work ethic